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How to View & Download a copy of a Purchase Order?
How to View & Download a copy of a Purchase Order?

If opted, the approved orders are sent to the supplier, but you can manually view and download the PO if needed.

Updated over 4 months ago

Prerequisites

  • Approved purchase order

  • Make sure you are on the "Standard" side of ProcureDesk.

Step-by-Step Instructions

  1. Select the Order:

    • Login to your account. Go to "Orders" on the left side menu and click on the order number (#) of the purchase order you wish to view.

  2. Preview the Order:

    • Under Actions, select the "Preview order" option.

  3. Download/Print the Order:

    • At the bottom of the page, click "Download" to save the purchase order in PDF format or the "Print" option to print the PO.

FAQs and Troubleshooting

  1. How do I know if the order has been sent to the supplier?

    • The status of the order will change to Sent to Supplier.

  2. Can a user be restricted from downloading the PO before it is approved?

    • An admin can enable the setting to restrict users from downloading unapproved POs.

      Steps: Switch to Admin > Configuration > Company Setting > Enable "Restrict download of unapproved documents".

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